Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Angelique Renee RobertsThe Huntington Investment CompanyKey Investment Services LLC02-25-2019
Kevin Lee FriddleThe Huntington Investment CompanyCUSO Financial Services, L.P.$107-06-2018
Steven M ReausoThe Huntington Investment CompanyCitizens Securities, Inc.07-06-2018
Jamie Marie-Brandt PilkintonThe Huntington Investment CompanyJ.P. Morgan Securities LLC$106-27-2018
Jeremy Ethan HersheyThe Huntington Investment CompanyAXA Advisors, LLC06-21-2018
Chad Russell AllemonThe Huntington Investment CompanyNYLIFE Securities LLC06-11-2018
Joshua D PalettaThe Huntington Investment CompanyJ.P. Morgan Securities LLC06-08-2018
Steven Michael FlaggThe Huntington Investment CompanyCitizens Securities, Inc.06-01-2018
Alfonzo Credit IIThe Huntington Investment CompanyCitizens Securities, Inc.$15004-11-2018
Cheryl Ann HarwellThe Huntington Investment CompanyAmeriprise Financial Services, Inc.03-21-2018
Jeffrey E KujanThe Huntington Investment CompanyJ.P. Morgan Securities LLC03-21-2018
Joseph Tedy SoyadThe Huntington Investment CompanyNorthwestern Mutual Investment Services, LLC03-20-2018
Joshua Arthur Ryan RennertThe Huntington Investment CompanyCetera Investment Services LLC11-15-2017
Lynne RolfeThe Huntington Investment CompanyPNC Investments10-23-2017
Zachary Charles AranyosThe Huntington Investment CompanyPruco Securities, LLC.10-09-2017
Jeannie R BellefeuilleThe Huntington Investment CompanyJ.P. Morgan Securities LLC10-06-2017
Joel Edward EvenhouseThe Huntington Investment CompanyJanus Distributors LLC10-03-2017
Mandi Lynn ShellenbargerThe Huntington Investment CompanyFifth Third Securities, Inc.06-08-2017
Robert Alan StockoskiThe Huntington Investment CompanyPNC Investments05-31-2017
Jason Mearl MainThe Huntington Investment CompanyJ.P. Morgan Securities LLC03-13-2017
Amy Jo Townsend-VanderpoolThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Christy Sue MantheiThe Huntington Investment CompanyLPL Financial LLC02-01-2017
David John MalusiThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Emily J RushThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Gary L GarnseyThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Next Page »

Showing 1 to 25 of 106 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry.


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